BDFS Capital LLC

Cameron Fitzgerald is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently affiliated with BDFS Capital LLC and has prior experience with firms including The Leaders Group Inc, MS Howells & Co., and LPL Financial. Outside of financial advising, he is a partner in a local transportation business, Diamond State Limousine LLC. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple analytical methods and offers both long- and short-term trading strategies, sponsoring a wrap fee program and managing a broad investment universe that includes alternatives such as private equity and commodities.

Jeffrey Puglia is a CFP® with 29 years of experience in the financial services industry, currently serving at BDFS Capital LLC. He previously worked at LPL Financial for nine years and at Ms Howells & Co. in 2017. Outside of his advisory role, he is president of Jiggy's Farms, a business producing all-natural soil amendments, and serves as treasurer for the Friends of Milford Museum. BDFS Capital LLC provides portfolio management and financial planning to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple analytical methods and both long-term and short-term trading strategies, sponsors a wrap fee program, and offers access to a broad investment universe including alternatives such as private equity and commodities.

Kenneth Reese is a financial advisor at BDFS Capital LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc, MS Howells & Co., LPL Financial, and Guardian Life Insurance Company. Reese is also a partner at Black Diamond Financial Solutions, where he creates and monitors financial plans and investments. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple methods of analysis and offers both long-term and short-term trading approaches, sponsoring a wrap fee program and incorporating a broad investment universe that includes alternatives such as private equity and commodities.

Mark Nehra is a CFP® with 17 years of industry experience, currently serving at BDFS Capital LLC. His prior roles include positions at Black Diamond Financial Solutions, Waddell & Reed, and various insurance carriers. Outside of his advisory work, he is Treasurer of the Milford Senior Center Board of Directors and President of the Lynnwood Village Homeowners Association. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs diverse analytical methods and offers a wrap fee program alongside directing clients to third-party platforms when appropriate.

Wesley Humes is a financial advisor at BDFS Capital LLC with Series 65 credentials and one year of industry experience. Prior to joining BDFS Capital, he worked in construction and has been involved with Blue Hen Restaurant for eight years. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs diverse analytical methods and offers both long-term and short-term trading approaches, sponsoring a wrap fee program and including a broad investment universe that encompasses alternatives such as private equity and venture capital.

Joseph Mc Gloin is a financial advisor at BDFS Capital LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Starboard Claw and Fin's Hospitality Group. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple analytical methods and offers both long-term and short-term trading strategies, sponsoring a wrap fee program and managing a broad investment universe that includes alternatives such as private equity and commodities.

Derrick Diksa is a financial advisor with BDFS Capital LLC, holding a Series 65 credential and having three years of industry experience. Prior to joining BDFS Capital, he worked at Bank of America for eight years and held positions at Clearent by Xplor, Baywood Greens, and Ed Oliver Golf Club. Outside of his advisory role, he is president of The Lewes Collective, a professional networking group focused on values and ethics, and serves as vice-president of the Business Network International Rehoboth 1 Chapter. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple investment analysis methods and manages both long-term and short-term trading strategies while maintaining a relatively broad investment universe and sponsoring a wrap fee program.